Get a free 30-minute Security & WISP Check. You'll walk away with a one-page report showing where your firm is exposed, what the rules require, and what to fix first.
Accounting and law firms hold exactly what criminals want: Social Security numbers, bank details, IDs and confidential files, often protected by little more than a password.
The FTC Safeguards Rule requires tax and accounting firms to keep a Written Information Security Plan. New York's SHIELD Act adds safeguards for New Yorkers' private data.
A single phishing email can lead to ransomware, locked files and client notifications, right in the middle of tax season.
Clients and cyber insurers increasingly ask how you protect data. A documented plan gives you a confident answer.
General information, not legal advice. Talk to your attorney about your firm's specific obligations.
Fill in the short form. I'll reply within one business day to find a 30-minute slot that suits you.
On a call or at your office, we walk through your setup together. No software installed, no passwords shared.
Within two business days you receive a plain-English, one-page report with your top risks and next steps.
I'm a certified IT and cybersecurity professional (Microsoft, AWS, VMware) based in New York. I help small professional firms get enterprise-grade security without enterprise-grade complexity, and use AI automation to give their teams time back.
You'll talk directly to me, not a salesperson.
There isn't one. Some firms ask me to help fix what we find; many don't. Either way, the report is yours to keep.
No. The check is a guided conversation and a look at your setup together. No passwords or remote access needed.
Yes. Small firms are often targeted precisely because they have fewer protections, and the WISP requirement applies regardless of size.
Completely. Everything discussed during the check stays between us.